AAON
AAON IncNASDAQ
Industrials • Building Products & Equipment
Factor tilt: Mid-Cap Blend
$57.19+5.09%
Close Nov 6, 2026
- Market cap
- $4.68B
- 1 month
- -33.5%
- 3 months
- -35.9%
- 1 year
- -38.8%
- 52-week range
- $54.42$148.25
- Dividend, last 12 mo
- $0.40 · 0.70% yield
- Last ex-date
- Sep 4, 2026 · $0.10
- Dividend growth
- 1 year in a row
- Next-quarter EPS estimate
- $0.58Quarter to Sep 30, 2026 · 6 analysts · revenue $602.22M · +2.7% in 30d
- Short interest
- 9.2% of float6.3M shares · settled Oct 15, 2026 · +13.0% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $1.93B
- Net income
- $159.29M
- Free cash flow
- -$118.79M
- Book value
- $1.01B
- Total debt
- $463.87M
- P/E
- 29.4×
- Price / sales
- 2.4×
- Price / book
- 4.6×
- FCF yield
- -2.5%
- Net margin
- +8.2%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
About AAON Inc
AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX.
Read more
It offers rooftop units, data center cooling solutions, cleanroom systems, packaged outdoor mechanical rooms, air handling units, makeup air units, energy recovery units, condensing units, geothermal/water-source heat pumps, coils, and controls. The company markets and sells its products to retail, manufacturing, educational, lodging, supermarket, data centers, medical and pharmaceutical, and other commercial industries. It sells its products through a network of independent manufacturer representative organizations and internal sales force, as well as online. AAON, Inc. was incorporated in 1987 and is headquartered in Tulsa, Oklahoma.
- Website
- aaon.com
- Headquarters
- Tulsa, OK, United States
- Employees
- 5,897
- Listed
- Dec 16, 1992
- Fiscal year ends
- December
Company profile from EODHD, stored Oct 26, 2026.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jun 2026filed Aug 10, 2026 | $627.0M | +101.2% | 24.3% | $68.9M | $56.7M |
| Mar 2026filed May 7, 2026 | $496.9M | +54.3% | 25.1% | $57.1M | $39.8M |
| Dec 2025filed Mar 2, 2026 | $424.2M | +42.5% | 25.9% | $44.0M | $32.0M |
| Sep 2025filed Nov 6, 2025 | $384.2M | +17.4% | 27.8% | $43.6M | $30.8M |
| Jun 2025filed Aug 11, 2025 | $311.6M | -0.6% | 26.6% | $23.6M | $15.5M |
| Mar 2025filed May 1, 2025 | $322.1M | +22.9% | 26.8% | $35.1M | $29.3M |
| Dec 2024filed Feb 27, 2025 | $297.7M | -2.9% | 26.1% | $29.4M | $24.7M |
| Sep 2024filed Nov 7, 2024 | $327.3M | +4.9% | 34.9% | $65.5M | $52.6M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Mar 2, 2026 | $1.4B | +20.1% | 26.7% | $152.3M | $107.6M |
| Dec 2024filed Feb 27, 2025 | $1.2B | +2.7% | 33.1% | $209.1M | $168.6M |
| Dec 2023filed Feb 28, 2024 | $1.2B | +31.5% | 34.1% | $227.5M | $177.6M |
| Dec 2022filed Feb 27, 2023 | $888.8M | +66.3% | 26.7% | $126.8M | $100.4M |
| Dec 2021filed Feb 28, 2022 | $534.5M | +3.9% | 25.8% | $69.3M | $58.8M |
| Dec 2020filed Feb 25, 2021 | $514.6M | +9.6% | 30.3% | $101.8M | $79.0M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched AAON. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
6,332,352 shares short
+729,197 shares (+13%) vs Sep 30, 2026
9.2% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
5,603,155 shares short
+732,545 shares (+15%) vs Sep 15, 2026
8.1% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
4,870,610 shares short
+178,057 shares (+3.8%) vs Aug 31, 2026
7.1% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
4,692,553 shares short
+439,348 shares (+10.3%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
4,253,205 shares short
+268,188 shares (+6.7%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Settlement Jul 31, 2026
3,985,017 shares short
+4,105 shares (+0.1%) vs Jul 15, 2026
Share of float unavailable. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind AAON’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
USD 0.1 per share
Ex-dividend date: Sep 4, 2026
Recorded pay date: Sep 25, 2026 (past date)
Cash dividend · Polygon event record
USD 0.1 per share
Ex-dividend date: Jun 5, 2026
Recorded pay date: Jun 26, 2026 (past date)
Cash dividend · Polygon event record
USD 0.1 per share
Ex-dividend date: Mar 18, 2026
Recorded pay date: Mar 30, 2026 (past date)
Cash dividend · Polygon event record
USD 0.1 per share
Ex-dividend date: Nov 26, 2025
Recorded pay date: Dec 18, 2025 (past date)
Cash dividend · Polygon event record
USD 0.1 per share
Ex-dividend date: Sep 5, 2025
Recorded pay date: Sep 26, 2025 (past date)
Cash dividend · Polygon event record
USD 0.1 per share
Ex-dividend date: Jun 6, 2025
Recorded pay date: Jun 27, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
3 for 2 · forward split
Effective Aug 17, 2023
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Jul 17, 2014
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Jul 3, 2013
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Jun 14, 2011
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Aug 22, 2007
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Jun 5, 2002
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: LOW
52 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 30, 2026
Smart-money 13F trend: distributing (light)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: neutral
Last trade: buy 52 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 11
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
475 filers reported a long position in AAON for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
45.1%
of the 65.2M shares 13-F filers reported
Moves vs Q1 2026
6 added4 trimmed
Net shares held
-6.2%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $848.2M · 6.7M shares | 6.7M | +1.9% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | $732.3M · 5.8M shares | 5.8M | -27.6% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $396M · 3.1M shares | 3.1M | +0.7% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $372.8M · 2.9M shares | 2.9M | +1.1% |
| 5 | STATE STREET CORP | $333.1M · 2.6M shares | 2.6M | +27.3% |
| 6 | WASATCH ADVISORS LP | $296.7M · 2.3M shares | 2.3M | +3.1% |
| 7 | FIRST TRUST ADVISORS LP | $200.3M · 1.6M shares | 1.6M | -21.6% |
| 8 | BLAIR WILLIAM & CO/IL | $194.5M · 1.5M shares | 1.5M | -5.5% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $181.8M · 1.4M shares | 1.4M | +0.4% |
| 10 | DIMENSIONAL FUND ADVISORS LP | $171.6M · 1.4M shares | 1.4M | -2.3% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of AAON file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Sep 8, 2026 | WELLINGTON MANAGEMENT GROUP LLP13G · passive · amended | 10.4% |
| Mar 26, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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